Data Management allows the user to configure additional settings for a given dataset. It can be accessed via the query listing screen by clicking the Data Management icon to the right of each query or via a widget by navigating to More Settings > Data Diagram and then selecting the gear icon of the widget (blue box).
Data Types
Allows you to view/edit the data type of existing fields in the dataset.
NLP
NLP Indexer
Defaults to ON. Turning it off will exclude the dataset from Search-based Analytics/NLP queries. Note that it may take a few minutes for the change to take effect.
Synonyms
Synonyms help add context awareness to your Search-based Analytics/NLP queries. For example, if you have a field in your dataset named customer, you can add a synonym "tag" to this field, such as "shopper", "buyer", "client", etc. So, when you type in a question like "total sent by the client", it will recognize the term "client" as equivalent to the field "customer". Multiple synonyms can be added for each field.
Visualization Templates
Visualization templates allow the user to build pre-configured widgets produced when creating a widget from the dataset when specific metrics and dimensions are selected. This will show the exact visualization with your predefined settings for similar questions you ask the data in NLP or transformations you make in the analyze mode.
Example: For the prompt "Show me sent, bounced weekly by the customer," We can create a template displaying sent as a bar chart with bounced as a secondary line chart. The same chart template will be shown for similar questions, like the total sent and bounced by customers for Facebook weekly.
Visualization templates can be managed from the "Visualization Templates" panel on the dataset page.
Indexes
Allows you to specify one or more index fields for commonly used filter attributes. Useful for larger datasets to help speed up results. For example, if the field date is a widely used filter, setting this as an index will help speed up results by filtering by date.
Data
Displays the raw dataset in tabular format. The date/Time of the last data upload/update for this dataset is listed at the bottom left of the dataset. Click on the Export button to export data in CSV form.
Dynamic Widget Names
Widgets can be dynamically named based on parameters passed into the dashboard or via data elements within the widget.
To dynamically pass in widget name via runtime parameters, use the $c9$ syntax and pass the token in via content filters in the UI/embed mode or using the filters. Example: _A widget for $c9orgname$. In this case, the $c9orgname$ token is dynamically populated. See Content Filters for more info.
To dynamically populate widget names driven by a field within the data, use the {{fieldname:n}} syntax where the field name is the field to use, and n is the row position of that field. Example: A widget for {{orgId:1}}. In this case, the first item in the dataset's orgId field dynamically displays the widget name.